See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,066 | $99,877-69.9% | $84,966-64.6% | $145,922-79.4% |
| Participation rate | 46.2% | 74.1%-27.9pp | 67.5%-21.3pp | 80.3%-34.1pp |
| Annual return | 11.68% | 83.76%-72.1pp | 66.38%-54.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,075 | $3,231-66.7% | $2,727-60.6% | $4,660-76.9% |
| Participant deferral / active EE | $1,521 | $5,291-71.2% | $4,519-66.3% | $6,688-77.3% |
| Admin fee / account holder | $357 | $7,248-95.1% | $6,149-94.2% | $13,397-97.3% |